Nasdaq
USD
Baron Discovery Retail (BDFFX)
37.62
+0.67
(+1.81%)
As of 8:10:09 AM EDT. Market Open.
Fund Summary
The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 65.71% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 5.54% |
| 5y Average Return | 0.03% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.42 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
BDFFX | Category Average | BDFFX | Category Average | BDFFX | Category Average |
|
Alpha
|
-13.07 | -0.02 | -12.34 | 0.01 | -3.96 | -0.02 |
|
BETA
|
1.42 | 0.01 | 1.2 | 0.01 | 1.23 | 0.01 |
|
Mean Annual Return
|
1.25 | 0.02 | 0.22 | 0.02 | 1.16 | 0.01 |
|
R-squared
|
73.78 | 0.78 | 69.06 | 0.73 | 71.82 | 0.73 |
|
Standard Deviation
|
21.2 | 0.26 | 22.99 | 0.21 | 22.88 | 0.19 |
|
Sharpe Ratio
|
0.5 | 0.01 | -0.06 | 0.01 | 0.5 | 0.01 |
|
Treynor Ratio
|
6.34 | 0.15 | -3.33 | 0.17 | 7.63 | 0.11 |
